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Name Holding Trade Value Shares
Change
Change in
Stake
YWP
901
YorkBridge Wealth Partners
New York
$454K
SP
902
Symmetry Partners
Connecticut
$453K
BL
903
Balentine LLC
Georgia
$453K +$210K +2,599 +88%
MFA
904
Mayflower Financial Advisors
Massachusetts
$451K -$26.8K -331 -6%
ICM
905
IMS Capital Management
Oregon
$451K +$447K +5,528 New
VT
906
Vise Technologies
New York
$449K -$105K -1,295 -19%
STA
907
Summit Trail Advisors
New York
$449K +$442K +5,464 New
NL
908
NWAM LLC
Washington
$449K +$445K +5,504 New
LNC
909
Lincoln National Corp
Pennsylvania
$448K +$97.7K +1,209 +28%
CWS
910
Confluence Wealth Services
Pennsylvania
$445K -$94.6K -1,170 -18%
RP
911
Rice Partnership
Hawaii
$445K
ECM
912
Evergreen Capital Management
Washington
$444K -$8.32K -103 -2%
SFS
913
Stiles Financial Services
Minnesota
$442K -$31.9K -395 -7%
GLA
914
Good Life Advisors
Pennsylvania
$442K
ED
915
Exane Derivatives
France
$442K +$438K +5,413 New
EAM
916
Empirical Asset Management
Massachusetts
$441K +$437K +5,404 New
GWM
917
Geneos Wealth Management
Colorado
$437K +$2.51K +31 +0.6%
HWMG
918
Hurlow Wealth Management Group
Indiana
$434K
MG
919
Mather Group
Illinois
$432K -$37.8K -468 -8%
BMWM
920
Brown Miller Wealth Management
Virginia
$432K
HH
921
Hilltop Holdings
Texas
$431K -$13.4K -166 -3%
FNBOMD
922
First National Bank of Mount Dora
Florida
$430K -$70.6K -874 -14%
WC
923
Weil Company
California
$429K
RSWM
924
Robertson Stephens Wealth Management
California
$426K -$199K -2,467 -32%
CPIA
925
Cornell Pochily Investment Advisors
New York
$420K +$242 +3 +0.1%